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Symphony Asset Management’s Universal Insurance Holdings UVE Stock Holding History

Symphony Asset Management’s Portfolio UVE Stock Details UVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-16,238
Closed -$409K – 377
2017
Q2 		$409K Sell
16,238
-21,379
-57% -$526K 0.05% 288
2017
Q1 		$921K Buy
37,617
+22,963
+157% +$601K 0.09% 216
2016
Q4 		$416K Buy
+14,654
New +$349K 0.04% 318

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Symphony Asset Management's UVE Position: Q3 2017 in Review

Symphony Asset Management sold out of Universal Insurance Holdings (UVE) in Q3 2017, closing a stake of 16,238 shares — an estimated $409K sold.

Symphony Asset Management first reported a position in UVE in Q4 2016 and held it in 3 quarters. The position peaked at $921K in Q1 2017. 160 funds tracked by Wall St. Rank hold UVE as of Q3 2017.

  • Symphony Asset Management reported no remaining Universal Insurance Holdings position as of Q3 2017 after selling out during the quarter.
  • Symphony Asset Management sold 16,238 Universal Insurance Holdings shares in Q3 2017, an estimated $409K.
  • Symphony Asset Management first reported a position in Universal Insurance Holdings in Q4 2016 and held it in 3 quarters.
  • Symphony Asset Management's Universal Insurance Holdings position peaked at $921K in Q1 2017.
  • 160 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2017.

Based on Symphony Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.